Plante Moran Financial Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Plante Moran Financial Advisors, LLC

  • $1.59 Billion
  • Q3 2025

A detailed history of Plante Moran Financial Advisors, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 631,026 shares of SCHM stock, worth $18.4 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares
631,026
Previous 626,183 0.77%
Holding current value
$18.4 Million
Previous $17.6 Million 6.48%
% of portfolio
1.18%
Previous 1.24%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
BUY
$28.15 - $30.13 $136,330 - $145,919
4,843 Added 0.77%
631,026 $18.7 Million
Q2 2025

Aug 05, 2025
BUY
$22.92 - $28.05 $10.7 Million - $13.1 Million
465,582 Added 289.9%
626,183 $17.6 Million
Q1 2025

May 08, 2025
BUY
$25.58 - $29.24 $893,048 - $1.02 Million
34,912 Added 27.78%
160,601 $4.21 Million
Q4 2024

Feb 05, 2025
BUY
$27.54 - $83.04 $2.29 Million - $6.9 Million
83,133 Added 195.35%
125,689 $3.48 Million
Q3 2024

Oct 30, 2024
BUY
$75.47 - $83.18 $119,846 - $132,089
1,588 Added 3.88%
42,556 $3.54 Million
Q2 2024

Aug 12, 2024
BUY
$75.69 - $81.19 $46,927 - $50,337
620 Added 1.54%
40,968 $3.19 Million
Q1 2024

May 09, 2024
SELL
$72.89 - $81.43 $107,585 - $120,190
-1,476 Reduced 3.53%
40,348 $3.29 Million
Q4 2023

Feb 05, 2024
SELL
$63.01 - $75.95 $394,568 - $475,598
-6,262 Reduced 13.02%
41,824 $3.15 Million
Q3 2023

Nov 07, 2023
SELL
$66.75 - $73.98 $66 - $73
-1 Reduced -0.0%
48,086 $3.25 Million
Q2 2023

Aug 07, 2023
SELL
$65.29 - $71.03 $97,020 - $105,550
-1,486 Reduced 3.0%
48,087 $3.42 Million
Q1 2023

May 08, 2023
SELL
$64.24 - $73.9 $14,197 - $16,331
-221 Reduced 0.44%
49,573 $3.36 Million
Q4 2022

Feb 09, 2023
SELL
$61.05 - $69.94 $821,305 - $940,902
-13,453 Reduced 21.27%
49,794 $3.27 Million
Q3 2022

Nov 02, 2022
BUY
$60.5 - $72.51 $596,348 - $714,731
9,857 Added 18.46%
63,247 $3.83 Million
Q2 2022

Aug 02, 2022
BUY
$60.91 - $76.4 $1.2 Million - $1.5 Million
19,688 Added 58.42%
53,390 $3.35 Million
Q1 2022

May 06, 2022
BUY
$70.66 - $80.89 $2.08 Million - $2.38 Million
29,470 Added 696.36%
33,702 $2.56 Million
Q4 2021

Feb 09, 2022
BUY
$76.01 - $83.39 $312,933 - $343,316
4,117 Added 3580.0%
4,232 $340,000
Q1 2021

May 13, 2021
BUY
$67.07 - $76.85 $7,444 - $8,530
111 Added 2775.0%
115 $9,000
Q2 2020

Aug 10, 2020
SELL
$39.01 - $57.03 $18,568 - $27,146
-476 Reduced 99.17%
4 $0
Q1 2020

May 07, 2020
BUY
$35.83 - $62.24 $7,237 - $12,572
202 Added 72.66%
480 $20,000
Q4 2019

Feb 14, 2020
SELL
$54.56 - $60.24 $20,514 - $22,650
-376 Reduced 57.49%
278 $17,000
Q3 2019

Nov 13, 2019
BUY
$56.23 - $57.59 $15,969 - $16,355
284 Added 76.76%
654 $0
Q2 2019

Aug 13, 2019
BUY
N/A
117 Added 46.25%
370 $21,000
Q1 2019

May 13, 2019
BUY
N/A
59 Added 30.41%
253 $14,000
Q3 2018

Nov 09, 2018
BUY
N/A
194 New
194 $11,000

Others Institutions Holding SCHM

# of Institutions
1,061
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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